Neal Doshi

Managing Partner of M3 Capital Partners

Neal Doshi is Founder and Managing Partner of M3 Capital Partners. Prior to M3 Capital Partners, he ran several businesses from Information Technology to staffing to asset management. He is a proven entrepreneur with extensive knowledge in strategy, operation and business development. He has over 11 years of experience in a myriad of industries including healthcare, information technology, automotive manufacturing, and commercial real estate. With global work experience in the US, Mexico, China and Europe, He has developed strong, yet flexible leadership skills newly impacted by his MBA at Duke University’s The Fuqua School of Business. Corp! Magazine named him a “Most Valuable Professional” in 2015.

Neal dedicates time to helping others as well, using his skills as a strategist to work with various for-profit and not-for-profit boards in developing strategic plans. He is currently a Board Member with the Kay Douglas Marketing Group. Previous board experience includes Great Lakes Boy Scouts, the YMCA and the Community Housing Network. Neal resides in Birmingham, Michigan with his wife and three young children.

Tomas Bergstrand

Brad Brown

Housatonic Partners

Kinderhook Partners

NIP Group

The Operand Group

Pacific Lake

WSB & Company

Tomas Bergstrand is the founder of Archipelago Ventures, LLC a Boston-based private investment firm established in 2008. Since its founding, Archipelago has made investments in search funds, search fund acquisitions and in select startup ventures in the United States and in Europe. Prior to Archipelago Ventures, Tomas owned and managed a custom boat building business based in Massachusetts. He also served as chief financial officer at institutional brokerage Enskilda Securities, Inc. in New York City and held operational positions for the Swedish banking group SEB in Singapore and the United States. Tomas holds a Master’s degree in Finance from the School of International and Public Affairs at Columbia University and a Bachelor’s degree from Bryant University in Rhode Island.

Brad Brown is the managing director of Bradford Brown Capital Partners, a private investment partnership that focuses on search funds and profitable small-cap companies. Prior to that, he was a Senior Partner at McKinsey & Company, the world’s leading consultancy, where he led several practices over time in the areas of Digital, Big Data Analytics, and FinTech.

He has over a dozen years of experience in small cap growth investing and has acquired over 30 operating companies across many different industries. He focuses his board work on tech-enabled companies, and is on the board of five companies: Blue Sky Network, ISI Telemanagement, Attainia, CloudX, and D2C Brands. Brad brings a unique mix of advisory expertise with growth capital. He works closely with op-co CEOs as an Active Board Member. In addition, Brad is involved in the tech startup community as an ongoing advisor to the management teams of five companies: Uncork, Blueteam Global, Afiniti, One Inc, and Skydeo. He has professional expertise in business services, B2B sales, eCommerce, Saas, cloud, and data.

He is also a Senior Partner Emeritus of McKinsey & Company, the world’s leading consultancy. For eighteen years, he was a senior member of the Digital Technology practice, and recently the global leader of the Big Data practice. He worked with clients to implement strategies around digital, automation, analytics, cloud, and agile. He was central to the build-out of the McKinsey Analytics Nerve platform, Data Cloud, and analytics tools. He also worked in Fintech and InsurTech. For seven years, he led the Global Insurance Technology practice, and is well know in the industry.

Prior to joining McKinsey, Brad was a partner in the Stenbeck Group of companies, where he was a member of the board of several companies and a working member of the top 30 executives worldwide. Prior to that, he was the Managing Director of Arthur D. Little’s North American information technology practice, with management and P&L responsibility for the United States.

He is also a member of the Board of Trustees at Connecticut College, since 2012, where he chairs the Committee on Trustees, and the Advancement Committee.

Brad is a graduate of Dartmouth College, receiving his bachelor of arts degree, cum laude. He received an M.S.E.E. in Computer Sciences from the University of Pennsylvania, and an M.B.A., with distinction, from the Wharton School

Housatonic Partners is a private equity investment firm founded in 1994 with over $1 billion in capital under management. Housatonic invests in growing, profitable companies in the recurring services, media and communications industries. They have partnered with exceptional management teams in more than fifty small to mid-sized companies in these industries over the last thirteen years.

Founded in 2003, Kinderhook Partners, LLC, makes long-term investments in public and private companies. Kinderhook Partners manages a concentrated portfolio of long-term investments that it believes have both the potential to grow substantially in value and management teams whose interests are closely aligned with shareholders. The fund considers investment opportunities in a variety of industries, focusing on companies that have the potential for attractive margins and a high and sustainable return on equity. The principals of the fund cumulatively own a substantial portion of the capital in the fund. Coupled with structural safeguards built into the fund’s partnership agreements, this provides a stable capital base, which gives the confidence and flexibility to invest for the long-term based on fundamentals.

Mr. Augustyn is Founder and CEO of both NIP Group, a top 100 business insurance broker, and Extensis Group, a top 20 Professional Employer Organization (PEO).

Mr. Augustyn has been a successful entrepreneur and accomplished investor for more than 20 years. His investments are focused upon the financial and business services and healthcare sectors.

He currently serves on the board of several high-growth companies and chairs the Market Development Councils of two national insurance companies. His early business success landed him a spot among New Jersey’s Forty Under 40, a program that honors young men and women who have made outstanding contributions to their fields.

Mr. Larry Dunn is the Chief Financial Officer of NIP Group, Inc., one of the nation’s largest specialty business insurance services firms. Mr. Dunn’s business career spans over 30 years in the insurance and financial services industries. Prior to joining NIP Group he was Managing Director and Chief Operational Risk Officer for a major subsidiary of Ally Financial (fka GMAC Financial Services), a global financial services company, a senior financial executive at American International Group, Inc. and Controller of C.V. Starr & Co., Inc., one of the world’s largest Managing General Agents (MGAs). He began his career in public accounting as a member of the insurance practice first at KPMG and later at Deloitte. Mr. Dunn graduated from Pace University with a BBA in Accounting with highest honors and is a Certified Public Accountant.

The Operand Group and its partners are successful managers with deep operational experience. It has successfully partnered with many of the best and brightest entrepreneurs to find and acquire profitable lower middle-market businesses. In so doing, The Operand Group seeks to create value for sellers in transition, aspiring managers, and its partners and co-investors.

Pacific Lake Partners is a micro-cap private equity fund focused on making investments in growing, profitable, primarily services businesses, that are sourced and managed by search fund entrepreneurs.

Coley is a Co-Founder and Managing Member of Pacific Lake Partners. Since co-founding the firm with Jim Southern in 2009, Coley has worked with over 75 Search Funds. He currently serves as a Director at Inspired eLearning, Aquavita, dESCO, and Ethos Risk Services and as a Board Visitor at AlphaCredit, Raptor Technologies, and Vector Disease Control International.

Prior to forming Pacific Lake, Coley worked at Tech For Less, a Colorado Springs-based distributor of new and refurbished consumer and enterprise electronics owned by two successful Search Fund entrepreneurs. Coley was also an Associate at Golden Gate Capital, a private equity firm based in San Francisco, after beginning his career at The Parthenon Group, an international strategic consulting firm.

Coley graduated from Dartmouth College with a degree in history in 2003 and earned his MBA at Stanford’s Graduate School of Business in 2009. Coley resides outside Boston, MA with his wife Alisa and their four children.

Badge Stone is a Managing Director and co-founder of WSB & Company (www.wsbandcompany.com). He is responsible for investment sourcing, transaction execution, and portfolio company management for the family investment office. WSB & Company is active in small company investing and search fund investing. Prior to co-founding WSB, Mr. Stone acquired, operated, and exited using a search fund, an infrastructure equipment rental business, Stone Pump & Trench. While serving as President of Stone Pump & Trench, he developed and led the execution of a turnaround plan which resulted in EBITDA improvement of 71% in the first 12 months. He sold the North and South Carolina operations to National Trench Safety in 2013 and the Tennessee operations to Cross Country Pipeline (Odyssey Investment Partners) in 2015.

Mr. Stone holds a Business Administration degree with Distinction from the University of North Carolina at Chapel Hill, where he was a Morehead Scholar and an M.B.A. from Harvard Business School.